Bryan Lieungh
Senior Vice President, Senior Financial Advisor, Portfolio Manager
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
About Bryan Lieungh
Bryan focuses on providing his clients with individualized solutions, based upon the client\'s risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with recommendations, to help meet their unique life priorities. Having obtained the Certified Exit Planning Advisor (CEPA®) designation, Bryan works with business owners on strategies to help them increase the value of their business and eventual transition planning options. Along with his wife and three sons, Bryan lives in Castle Rock, CO.
Experience
Senior Financial Advisor, Senior Vice President
Apr 2004 — Present
Education
University of Wisconsin (WW)
Bachelor's Degree
1997 — 2002
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